• Provide customer service to Financial Advisors and Administration Managers for MLPA, IAP and SPA/MAS investment products • Answer calls, emails and fax requests and follow through to resolution questions or issues • Assist FAs, CAs and Administration Managers to rebalance respective client portfolios • Research and resolve account portfolio variances • – more... Work with other organizations to research and resolve customer issues or requests for information • Follow-up with customer to ensure satisfaction • Follow proper escalation procedures to ensure client receives prompt issue resolution – less
AVP Systems Analyst (Former Employee), Livingston, NJ – March 21, 2014
Addressed daily issues relating to the Infolease receivable system, worked with business partners and outside software vendor to correct and resolve day to day issues. Reported to management regarding new and ongoing system initiatives and upgrades.
Collections Manager (Former Employee), Jacksonville florida – March 18, 2014
Pros: 4 weeks vacation and salary benefits
This company made sure that the employees and management staff was happy. This affected the performance of the associates causing them to work harder. Management staff was trained very well and all had the knowledge to think outside of the box.